Private views of data and local calculations during real time collaboration

ABSTRACT

Techniques for performing a process during a real time collaboration by multiple users or clients on a spreadsheet file are disclosed herein which may permit calculations to be performed locally by at least one of the clients. By doing so, increases in performance are realized since only data updates need to be provided to the host machine. As such, a determination is preferably made whether calculations performed locally can result in different data. If conflicting data is a possibility, then the calculations for the spreadsheet file will usually be performed remotely by a host machine. If not, then each client capable of doing so will perform the calculations locally and then provide only the updated data to the host machine. The determination of whether to perform the calculations locally or not may also be made dynamically, such as when one or more new formulas are added to the spreadsheet file.

BACKGROUND

A new feature related to some spreadsheet applications is the abilityfor multiple users to collaborate on a single spreadsheet filesimultaneously in real time. This is a mode of editing where each usercan instantaneously (or almost instantaneously) see changes made byother users who are editing the file. For example, when a first usermakes a change to a spreadsheet cell, all other users may have theirview of the spreadsheet updated milliseconds later so that all changesseem to appear as they happen. There are often other features that goalong with this type of collaboration such as real time chat and userpresence information. If implemented well, this feature truly createsthe appearance that users are working together on the same spreadsheet,sharing and editing data at the same time.

One problem associated with real time collaboration is that, in mostscenarios, each collaborating user wants to see the same data in thespreadsheet file. This is a clear user expectation, and, if users don'tsee the same data after they make changes, they will feel like the datais incorrect, or that their changes weren't received properly. The usersmay also become uncertain as to who has the ‘right’ data. Since thisuser expectation is core to the user experience, calculations inconventional real time collaboration environments are performed at acentral location such as a server and then broadcast to each clientseparately. This is because different calculations made at differenttimes can cause the data to be different in many cases. Thus, every timea user makes a change, the change is broadcast, and the spreadsheet fileis recalculated and rebroadcast so that every client version of thespreadsheet file can be updated. Doing this takes time, and isparticularly slow for spreadsheets that have more complex calculations.

Another problem associated with real time collaboration is thatcollaborating users will often want to see their own unique view of thedata. For example, when users are entering data into a single largetable, each user may have entries that only the individual user caresabout seeing. Each individual user may want to filter the table in aunique way so that only the entries that the individual user isresponsible for are shown. The problem is that each user typically has adifferent filter to be applied to the same table, but, since each useris editing the same table at the same time, they all see each other'schanges. This traditionally has made manipulating or analyzing data in areal time collaborative environment very difficult if not impossible.

SUMMARY

Techniques for performing a process during a real time collaboration bymultiple users or clients on a spreadsheet file are disclosed hereinwhich may permit calculations to be performed locally by at least one ofthe clients. By doing so, increases in performance are realized sinceonly data updates need to be provided to the host machine. As such, adetermination is preferably made whether calculations performed locallycan result in different data. If conflicting data is a possibility, thenthe calculations for the spreadsheet file will usually be performedremotely by a host machine. If not, then each client capable of doing sowill perform the calculations locally and then provide only the updateddata to the host machine. The determination of whether to perform thecalculations locally or not may also be made dynamically, such as whenone or more new formulas are added to the spreadsheet file by one of thecollaborating clients.

Techniques are also disclosed herein with respect to providing a desiredview of the spreadsheet file by the clients collaborating thereon.Rather than displaying the typical shared view, which includes all thedetails of the spreadsheet file, a private view may be displayed foreach client according to the data such client chooses. This may be theresult from the use of a sort, filter or other tool, for example.Accordingly, only certain specified operations may be synchronizedbetween a client computer and a host machine, but all data will beprovided so that it can be further sent to the other client computers.In order to allow the desired or private views of a client computer tobe available after the collaboration, each such view may be persisted inthe spreadsheet file of the host machine.

This summary is provided to introduce a selection of concepts in asimplified form that are further described below in the DetailedDescription. This summary is not intended to identify key features oressential features of the claimed subject matter, nor is it intended tobe used as an aid in determining the scope of the claimed subjectmatter.

BRIEF DESCRIPTION OF THE DRAWINGS

The illustrative embodiments will be better understood after reading thefollowing detailed description with reference to the appended drawings,in which:

FIG. 1 is a block diagram an exemplary computing device.

FIG. 2 is a system diagram depicting a plurality of client computerscollaborating on a spreadsheet file, where one client computer isperforming calculations locally.

FIG. 3 is a flow diagram of a process for performing calculations in aspreadsheet file for a plurality of client computers collaboratingthereon.

FIG. 4 is a flow diagram of a process for providing views of aspreadsheet file for client computers collaborating on a spreadsheetfile.

DETAILED DESCRIPTION

The inventive subject matter is described with specificity to meetstatutory requirements. However, the description itself is not intendedto limit the scope of this patent. Rather, it is contemplated that theclaimed subject matter might also be embodied in other ways, to includedifferent steps or combinations of steps similar to the ones describedin this document, in conjunction with other present or futuretechnologies

FIG. 1 illustrates an example of a suitable computing system environment100 in which the subject matter described above may be implemented. Thecomputing system environment 100 is only one example of a suitablecomputing environment and is not intended to suggest any limitation asto the scope of use or functionality of the subject matter describedabove. Neither should the computing environment 100 be interpreted ashaving any dependency or requirement relating to any one or combinationof components illustrated in the exemplary operating environment 100.

With reference to FIG. 1, computing system environment 100 includes ageneral purpose computing device in the form of a computer 110.Components of computer 110 may include, but are not limited to, aprocessing unit 120, a system memory 130, and a system bus 121 thatcouples various system components including the system memory to theprocessing unit 120. The system bus 121 may be any of several types ofbus structures including a memory bus or memory controller, a peripheralbus, and a local bus using any of a variety of bus architectures. By wayof example, and not limitation, such architectures include IndustryStandard Architecture (ISA) bus, Micro Channel Architecture (MCA) bus,Enhanced ISA (EISA) bus, Video Electronics Standards Association (VESA)local bus, and Peripheral Component Interconnect (PCI) bus (also knownas Mezzanine bus).

Computer 110 typically includes a variety of computer readable media.Computer readable media can be any available media that can be accessedby computer 110 and includes both volatile and nonvolatile media,removable and non-removable media. By way of example, and notlimitation, computer readable media may comprise computer storage mediaand communication media. Computer storage media include both volatileand nonvolatile, removable and non-removable media implemented in anymethod or technology for storage of information such as computerreadable instructions, data structures, program modules or other data.Computer storage media include, but are not limited to, RAM, ROM,EEPROM, flash memory or other memory technology, CDROM, digitalversatile disks (DVD) or other optical disk storage, magnetic cassettes,magnetic tape, magnetic disk storage or other magnetic storage devices,or any other medium which can be used to store the desired informationand which can be accessed by computer 110. Communication media typicallyembody computer readable instructions, data structures, program modulesor other data in a modulated data signal such as a carrier wave or othertransport mechanism and include any information delivery media. The term“modulated data signal” means a signal that has one or more of itscharacteristics set or changed in such a manner as to encode informationin the signal. By way of example, and not limitation, communicationmedia include wired media such as a wired network or direct-wiredconnection, and wireless media such as acoustic, RF, infrared and otherwireless media. Combinations of any of the above should also be includedwithin the scope of computer readable media.

The system memory 130 includes computer storage media in the form ofvolatile and/or nonvolatile memory such as read only memory (ROM) 131and random access memory (RAM) 132. A basic input/output system 133(BIOS), containing the basic routines that help to transfer informationbetween elements within computer 110, such as during start-up, istypically stored in ROM 131. RAM 132 typically contains data and/orprogram modules that are immediately accessible to and/or presentlybeing operated on by processing unit 120. By way of example, and notlimitation, FIG. 1 illustrates operating system 134, applicationprograms 135, other program modules 136, and program data 137.

The computer 110 may also include other removable/non-removable,volatile/nonvolatile computer storage media. By way of example only,FIG. 1 illustrates a hard disk drive 141 that reads from or writes tonon-removable, nonvolatile magnetic media, a magnetic disk drive 151that reads from or writes to a removable, nonvolatile magnetic disk 152,and an optical disk drive 155 that reads from or writes to a removable,nonvolatile optical disk 156, such as a CD-RW, DVD-RW or other opticalmedia. Other removable/non-removable, volatile/nonvolatile computerstorage media that can be used in the exemplary operating environmentinclude, but are not limited to, magnetic tape cassettes, flash memorycards, digital versatile disks, digital video tape, solid state RAM,solid state ROM and the like. The hard disk drive 141 is typicallyconnected to the system bus 121 through a non-removable memory interfacesuch as interface 140, and magnetic disk drive 151 and optical diskdrive 155 are typically connected to the system bus 121 by a removablememory interface, such as interface 150.

The drives and their associated computer storage media discussed aboveand illustrated in FIG. 1 provide storage of computer readableinstructions, data structures, program modules and other data for thecomputer 110. In FIG. 1, for example, hard disk drive 141 is illustratedas storing operating system 144, application programs 145, other programmodules 146 and program data 147. Note that these components can eitherbe the same as or different from operating system 134, applicationprograms 135, other program modules 136 and program data 137. Operatingsystem 144, application programs 145, other program modules 146 andprogram data 147 are given different numbers here to illustrate that, ata minimum, they are different copies. A user may enter commands andinformation into the computer 110 through input devices such as akeyboard 162 and pointing device 161, such as a mouse, trackball ortouch pad. Other input devices (not shown) may include a microphone,joystick, game pad, satellite dish, scanner, or the like. These andother input devices are often connected to the processing unit 120through a user input interface 160 that is coupled to the system bus121, but may be connected by other interface and bus structures, such asa parallel port, game port or a universal serial bus (USB). A graphicsinterface 182 may also be connected to the system bus 121. One or moregraphics processing units (GPUs) 184 may communicate with graphicsinterface 182. A monitor 191 or other type of display device is alsoconnected to the system bus 121 via an interface, such as a videointerface 190, which may in turn communicate with video memory 186. Inaddition to monitor 191, computers may also include other peripheraloutput devices such as speakers 197 and printer 196, which may beconnected through an output peripheral interface 195.

The computer 110 may operate in a networked or distributed environmentusing logical connections to one or more remote computers, such as aremote computer 180. The remote computer 180 may be a personal computer,a server, a router, a network PC, a peer device or other common networknode, and typically includes many or all of the elements described aboverelative to the computer 110, although only a memory storage device 181has been illustrated in FIG. 1. The logical connections depicted in FIG.1 include a local area network (LAN) 171 and a wide area network (WAN)173, but may also include other networks/buses. Such networkingenvironments are commonplace in homes, offices, enterprise-wide computernetworks, intranets and the Internet.

When used in a LAN networking environment, the computer 110 is connectedto the LAN 171 through a network interface or adapter 170. When used ina WAN networking environment, the computer 110 typically includes amodem 172 or other means for establishing communications over the WAN173, such as the Internet. The modem 172, which may be internal orexternal, may be connected to the system bus 121 via the user inputinterface 160, or other appropriate mechanism. In a networkedenvironment, program modules depicted relative to the computer 110, orportions thereof, may be stored in the remote memory storage device. Byway of example, and not limitation, FIG. 1 illustrates remoteapplication programs 185 as residing on memory device 181. It will beappreciated that the network connections shown are exemplary and othermeans of establishing a communications link between the computers may beused.

It will be appreciated from FIG. 2 that two or more computing systems200 and 220, such as like that described above, also known as a firstclient and a second client, respectively, may desire to collaborate inreal time on a common file, such as a spreadsheet file 210. This is amode of editing where each user or client may see changes made by anyother users or clients who are editing the file at that time. As shown,this is accomplished via a separate host machine, such as a server 230,which contains the version of the spreadsheet file that will be saved.Of course, any of the client computers may be utilized as the hostmachine for the collaboration so long as it has the capability and theclient computers are properly networked.

In the typical collaborative arrangement, the client computer (e.g.,computing system 200) will pass messages or data updates (as depicted byarrow 240) via computer-executable instructions to the host machine 230.Host machine 230 then processes the various changes or incoming datareceived from all clients (depicted in box 250) and sends such updates(as depicted by arrows 260) via computer-executable instructions to eachclient computer. In this way, the state of spreadsheet file 210 for allclient computers is kept in synch during the collaboration. It will beunderstood that changes made to the spreadsheet file 210 by any of theclient computers may be provided to the other client computers veryquickly so that all changes seem to appear as they happen.

Rather than rely upon host machine 230 to centrally perform allcalculations performed in spreadsheet file 210 and then re-broadcast theresults to the individual client computers, it is preferred in at leastsome circumstances that the calculations be performed locally (see box270) by one or more client computers. In the example of FIG. 2, onlyclient computer 220 is depicted as performing these local calculations,but it should be appreciated that any number of other client computers(e.g., client computer 200) may also perform these local calculations.The local calculations may be accomplished, for example, by what isknown in the art as a thick client version or by using other logic(e.g., logic contained in a local web page). After such localcalculations have been performed by the client computer 220, onlyupdates to the data (see box 280) are then sent (as depicted by arrow290) to the host machine 230 for synchronization. It will be appreciatedthat, during any collaborative session, one or more client computers mayperform the calculations for spreadsheet file 210 locally and one ormore client computers may rely upon host machine 230 to perform suchcalculations remotely. By performing calculations required byspreadsheet file 210 locally, however, data updates may be accomplishedmore quickly, particularly when complex calculations are involved.

In order to better appreciate how local calculations of spreadsheet file220 are preferably employed during a collaboration session includingmultiple users or clients, the process steps involved are depicted inFIG. 3. As seen therein, a real time collaboration begins when aspreadsheet file stored on a host machine is opened by multiple clientsor users (box 300). Thereafter, the host machine determines whether thecalculations to be performed for the spreadsheet file can returndifferent data if performed locally by the clients (box 305). Morespecifically, the host machine preferably compares all the formulas inthe spreadsheet file against a predetermined list of formulas known togenerate different results. Discrepancies between calculation resultsmay be caused by various reasons, including when or where thecalculations are made. Each spreadsheet implementation may make thisdetermination separately since the determination may depend upon how thefunctions are evaluated.

If the calculations are determined by the host machine to always returnthe same results, then a message is sent to each client computer toperform the calculations locally (box 310) and the client computersperform the calculations (box 315). It will be understood that eachclient computer performing local calculations will then display theresults of the calculations in the spreadsheet file at that client (box320) and send corresponding updates to the host machine (box 325) whichincludes only data. Consequently, the host machine synchronizes the dataupdates from the client computers and sends updates to all such clientcomputers (box 330).

Even if it is determined that the calculations could return differentdata if performed locally by client computers, it is still preferredthat each user or client be provided a choice or option whether tocalculate formulas in the spreadsheet file locally or not (box 335).There are, for example, situations when local calculations returningdifferent results is acceptable (e.g., when functions give a result thatis dependent on which time zone the client computer is located). In suchcases, the calculations are performed locally by the client computer(box 340), the calculation results are displayed by the client computer(box 345), and the corresponding data updates are provided to the hostmachine (box 350).

Should any client be unable to perform the calculations locally or ifdifferent results are not considered acceptable, then the data updatesare sent to the host machine (box 355) and calculations for thespreadsheet file are preferably performed remotely by the host machine(box 360). The updates are then sent from the host machine to the clientcomputers (box 330). It is also possible that the choice of whether tocalculate the formulas in the spreadsheet file locally or not will bepredetermined by administrator policy.

Whether calculation of the formulas within the spreadsheet file areperformed locally or not, it will be understood from a feedback loop 332that the data updates synchronized by the host machine and sent to allclients (box 330) are preferably continuous during the collaboration. Inthis way, the client computers are able to make changes to and performcalculations for the spreadsheet file based on current data.

In order to permit a dynamic determination whether to perform thecalculations in the spreadsheet file locally or not, it is preferredthat the process include a step to determine whether any new formulashave been added to the spreadsheet file during the collaboration(decision box 365). Clearly, if no formulas have been added by a clientcomputer, the updates from the host machine to the client computerscontinue to be sent (box 330). When one or more new formulas has beenadded during the collaboration, it will be appreciated that a feedbackloop 370 is created which causes the new formula (s) to be analyzed anda new determination to be made whether the calculations in thespreadsheet file can return different data if performed locally (box310).

Another aspect of the present invention involves the view of thespreadsheet file displayed at each client computer during thecollaboration. Rather than being limited to a shared view of thespreadsheet file, where the client computer displays the entiretythereof, it is sometimes preferred by a client or user to have a privateview where only certain objects in the spreadsheet file are shown. Itwill be appreciated that all the data in the spreadsheet file is thesame for each client computer and that changes made to any data arestill updated by the host machine and sent to each client computer.Because each client computer is able to apply sorts and filters whichonly apply to that client's view of the data, each client is able tohave their own tailored view of the data in the spreadsheet file. Thisenables clients that need to simultaneously edit or analyze large tablesto have an experience that is similar to that when performing singleediting. Of course, it is preferred that changes to views by one clientcomputer are not broadcast to all other clients.

As seen in FIG. 4, the collaboration is initiated when the spreadsheetfile is opened by multiple client computers (box 400). It will beappreciated that a choice or option is provided (such as, for example,by a user interface) which permits a client to select either a privateview or a shared view of the data objects in the spreadsheet file (box405). This option may be global for the entire spreadsheet or it may beper spreadsheet object. If the client desires to have a private view,then that view of the data is generated by the client just as it wouldin a single user editing case (box 410).

Each time a user or client performs an operation in the collaboration,it determines whether to synchronize this operation with the hostmachine for the spreadsheet file (box 415). Thus, it is preferred thatthe client application include logic to know which operations should besynchronized with the host machine and which should not. For example, itmay be determined that certain operations (i.e., sorts, filters,PivotTable manipulations, etc.) should not be synchronized. In anyevent, it is preferred that any data added or changed by the client inthe spreadsheet file always be synchronized with the host machine (box420).

It will be seen that the host machine then processes the data updatesand sends them to all client computers (box 425). Any changes that arereceived by the client computer from the host machine are applied asthey normally would be in a collaboration. Therefore, any change indata, even data that is shown in a private view, is then picked up byevery other client computer that is in the collaboration. At the sametime, the change in data will not be shown in the user interface of aprivate view unless it is visible in such view. Due to the continuousnature of the editing process during a collaboration, a feedback loop435 is preferably provided so that the updated data from the hostmachine is then displayed in the chosen view.

Of course, the other view alternative is a shared view that displays thespreadsheet file in a comprehensive manner. Should a private view not bechosen, a shared view is generated (box 430) instead.

Once a user or client computer decides to exit from the collaboration,it is preferred that the view chosen for such client computer bepersisted in the spreadsheet file stored in the host computer (box 440).In this way, the client computers are able to see such view from thatspreadsheet file when it is opened at a later date. Optionally, logicmay be written for the views of each client computer into the format ofthe spreadsheet file, which can be represented as a table in the fileformat which has entries for each user, object, and view of that object.

An exemplary situation could involve a first user and a second user whoare collaborating on a large table in a spreadsheet using, for example,a thick client version of a spreadsheet application. The table maycontain, for example, sales data for each country. The first user orclient may apply a filter so that only sales in the United States aredisplayed, whereas the second user may employ a filter so that onlysales in France are displayed. If the second user makes a change to arow in the table involving a French sale, that change is sent to thefirst user's computer since the data changed. Nevertheless, the view forthe first user does not reflect this change on the screen because allFrench sales are currently filtered out of that view. Other places inthe first user's spreadsheet are correctly updated, however, such as thetotal sales chart in the first user's spreadsheet where the change madeby the second user is taken into account. In addition, the second usermay change the filter applied so that sales from both France and Spainare viewed. This change may not be sent to the host machine and may notbe picked up by the first user because it only affects the view.

Although the subject matter has been described in language specific tothe structural features and/or methodological acts, it is to beunderstood that the subject matter defined in the appended claims is notnecessarily limited to the specific features or acts described above.Rather, the specific features or acts described above are disclosed asexample forms of implementing the claims.

1. A computer-readable medium having stored thereon computer-executableinstructions for performing a process, comprising: opening a spreadsheetfile at a first client, the spreadsheet file also being open at a secondclient such that both the first client and the second client collaborateon the spreadsheet file; performing locally at the first client at leastone calculation for data in the spreadsheet file; and, displayingresults of the calculations in the first spreadsheet file at the firstclient.
 2. The computer-readable medium of claim 1, the processperformed by the computer-executable instructions further comprising:determining whether calculations in the spreadsheet file can returndifferent data if performed locally.
 3. The computer-readable medium ofclaim 2, the process performed by the computer-executable instructionsfurther comprising: comparing formulas within the spreadsheet file to apredetermined list of formulas known to generate different results. 4.The computer-readable medium of claim 1, the process performed by thecomputer-executable instructions further comprising: providing a choiceto the first client whether to perform the calculations in thespreadsheet file locally.
 5. The computer-readable medium of claim 4,the process performed by the computer-executable instructions furthercomprising: wherein the choice to perform the calculations in thespreadsheet file locally is predetermined by an administrator policy. 6.The computer-readable medium of claim 2, the process performed by thecomputer-executable instructions further comprising: determiningdynamically whether calculations in the spreadsheet file for a formulaadded during the collaboration can return different data if performedlocally.
 7. The computer-readable medium of claim 1, the processperformed by the computer-executable instructions further comprising:receiving updates to the data in the spreadsheet file; and, performingnew calculations locally in the spreadsheet file for formulas utilizingthe updated data.
 8. A computer-readable medium having stored thereoncomputer-executable instructions for performing a process, comprising:opening a spreadsheet file at a first client, the spreadsheet file alsobeing open at a second client such that both the first client and thesecond client collaborate on the spreadsheet file; determining whether acalculation for data in the spreadsheet file should be performed locallyat the first client or a remote device other than the first client; ifthe calculation should be performed locally, then performing locally atthe first client the calculation; and, if the calculation should beperformed remotely, then sending data for performing the calculation tothe remote device.
 9. The computer-readable medium of claim 8, theprocess performed by the computer-executable instructions furthercomprising: determining whether calculations in the spreadsheet file canreturn different data if performed locally.
 10. The computer-readablemedium of claim 9, the process performed by the computer-executableinstructions further comprising: comparing formulas within thespreadsheet file to a predetermined list of formulas known to generatedifferent results.
 11. The computer-readable medium of claim 8, theprocess performed by the computer-executable instructions furthercomprising: providing a choice to the first client whether to performthe calculations in the spreadsheet file locally.
 12. Thecomputer-readable medium of claim 8, the process performed by thecomputer-executable instructions further comprising: determiningdynamically whether calculations in the spreadsheet file for a formulaadded during the collaboration can return different data if performedlocally.
 13. The computer-readable medium of claim 8, the processperformed by the computer-executable instructions further comprising:receiving updates to the data in the spreadsheet file; and, performingnew calculations locally in the spreadsheet file for formulas utilizingthe updated data.
 14. A computer-readable medium having stored thereoncomputer-executable instructions for performing a process comprising:opening a spreadsheet file at a first client, the spreadsheet file alsobeing open at a second client such that both the first client and thesecond client collaborate on the spreadsheet file; and, providing at thefirst client a first private view of the spreadsheet file comprisingless than the entire spreadsheet file.
 15. The computer-readable mediumof claim 14, the process performed by the computer-executableinstructions further comprising: determining whether to synchronize eachoperation performed by the first client on the spreadsheet file with ahost machine.
 16. The computer-readable medium of claim 14, the processperformed by the computer-executable instructions further comprising:wherein the first private view of the spreadsheet file is determined bya filter applied to the spreadsheet file.
 17. The computer-readablemedium of claim 14, the process performed by the computer-executableinstructions further comprising: synchronizing all new data entered intothe spreadsheet file by the first client with a host machine.
 18. Thecomputer-readable medium of claim 14, the process performed by thecomputer-executable instructions further comprising: applying allchanges in the first client received from a hosting machine.
 19. Thecomputer-readable medium of claim 14, the process performed by thecomputer-executable instructions further comprising: persisting thefirst private view of the spreadsheet file in a host machine.
 20. Thecomputer-readable medium of claim 14, the process performed by thecomputer-executable instructions further comprising: writing views foreach client into the format of the spreadsheet file; and, storing theviews in the spreadsheet file on a host machine.